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At Edward C. Sarno, CPA, we usually provide Business Planning Services to existing clients, but we are also called on to provide these services to closely-held businesses and individuals who use other firms for their accounting and taxes.
With a heavy reliance on creativity, and adherence to our mission of "helping clients to maximize the rewards for their efforts", we provide this partial listing of Business Planning Services:
Financing packages for banks & others
including advice on how and where to obtain financing.
Preparation of written business plans
whether it is just the financial portions of the plan or the entire plan - we can write a document that conveys the intended messages.
Cash flow planning
since "cash is king" for closely held businesses, the Sarno consulting accountant can help you:
- maximize your cash flow;
- understand the relationship between various transactions and cash; and
- plan the after-tax cash flow of business alternatives.
Assistance with various closely held business decisions such as,
- whether to lease or buy equipment;
- what type of entity to operate as;
- what is another business worth? - see our Business Valuation Services;
- how much is the value of your business;
- buy-sell agreements;
- negotiations and terms of business transactions - and the tax affect; and strategies to transfer property; and
- review of various retirement plans - what is the right combination of various retirement plans to fund?
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